We are live on ! Find out more
VIG icon

Vanguard Dividend Appreciation ETF

710 hedge funds and large institutions have $8.58B invested in Vanguard Dividend Appreciation ETF in 2017 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 286 increasing their positions, 231 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more call options, than puts

Call options by funds: $16M | Put options by funds: $4.75M

121% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 28

24% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 231

11% more funds holding in top 10

Funds holding in top 10: 7280 (+8)

4% more funds holding

Funds holding: 685710 (+25)

5% more capital invested

Capital invested by funds: $8.18B → $8.58B (+$405M)

0.4% more ownership

Funds ownership: 34.77%35.17% (+0.4%)

Holders
710
Holders Change
+25
Holders Change %
+3.65%
% of All Funds
17.7%
Holding in Top 10
80
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.11%
% of All Funds
1.99%
New
62
Increased
286
Reduced
231
Closed
28
Calls
$16M
Puts
$4.75M
Net Calls
+$11.2M
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
26
Capstone Financial Advisors
Illinois
$56.5M -$250K -2,723 -0.4%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$55.9M +$46.6K +508 +0.1%
GT
28
Glenmede Trust
Pennsylvania
$55.6M
Ameriprise
29
Ameriprise
Minnesota
$55M +$6.58M +71,744 +14%
DT
30
Diversified Trust
Tennessee
$50.6M -$52.1M -567,372 -51%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$46.5M +$2.4M +26,185 +6%
Goldman Sachs
32
Goldman Sachs
New York
$45.8M +$2.52M +27,508 +6%
PCMC
33
Paragon Capital Management (Colorado)
Colorado
$45.6M +$40.2M +437,714 +805%
RJA
34
Raymond James & Associates
Florida
$44.7M +$1.3M +14,196 +3%
JIC
35
Joel Isaacson & Co
New York
$44.6M +$982K +10,708 +2%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$42.4M -$3.68M -40,067 -8%
PA
37
Planning Alternatives
Michigan
$42.4M +$270K +2,938 +0.6%
BCI
38
Brinker Capital Investments
Pennsylvania
$41.4M -$20.1M -219,051 -33%
PAS
39
Park Avenue Securities
New York
$41.3M +$40.9M +446,126 New
LNC
40
Lincoln National Corp
Pennsylvania
$40.8M +$2.04M +22,211 +5%
AL
41
Aspiriant LLC
California
$40M +$9.06M +98,720 +30%
SFSG
42
Stearns Financial Services Group
North Carolina
$36.8M -$288K -3,144 -0.8%
JC
43
JBF Capital
Colorado
$35.3M
VM
44
VPR Management
Texas
$35.2M +$34.9M +380,085 New
RPGK
45
Retirement Planning Group (Kansas)
Kansas
$32.2M -$131K -1,425 -0.4%
ZB
46
Zions Bancorporation
Utah
$29.3M -$322K -3,506 -1%
JFA
47
JNBA Financial Advisors
Minnesota
$28.3M +$162K +1,767 +0.6%
BP
48
Ballentine Partners
Massachusetts
$28.2M +$443K +4,828 +2%
BO
49
BRR OpCo
Ohio
$28.2M -$42.8K -466 -0.2%
Mariner
50
Mariner
Kansas
$28.1M +$842K +9,183 +3%

VIG Hedge Fund Activity: Q2 2017 in Review

710 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Vanguard Dividend Appreciation ETF (VIG) for Q2 2017, worth a combined $8.58B — up 4.9% from $8.18B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new VIG positions and 28 closed out — a net gain of 34 holders — while 286 added to existing stakes and 231 trimmed.

The largest buyer was Wealthfront, adding an estimated $58M. The largest seller was Bank of America, cutting an estimated $52.8M.

  • 710 institutional investors held Vanguard Dividend Appreciation ETF (VIG) as of Q2 2017, up from 685 in Q1 2017.
  • Funds reported $8.58B of Vanguard Dividend Appreciation ETF stock for Q2 2017, up 4.9% quarter-over-quarter.
  • 62 funds opened new Vanguard Dividend Appreciation ETF positions in Q2 2017 and 28 closed out, a net change of +34 holders.
  • The largest Vanguard Dividend Appreciation ETF buyer in Q2 2017 was Wealthfront, an estimated $58M added.
  • The largest Vanguard Dividend Appreciation ETF seller in Q2 2017 was Bank of America, an estimated $52.8M sold.

Based on aggregated 13F filings for Q2 2017.